Position in BX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$561,874
-$55,277 QoQ
Shares Held
4,775
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,276
of 2,104 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ROCKLAND TRUST CO holds $36,765,253 across 9 Asset Management names. BX ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
32,695 | $31,438,204 | |
| 2 | STT |
State Street Corp
|
7,757 | $1,315,586 | |
| 3 | TROW |
Price T Rowe Group Inc
|
11,345 | $1,289,813 | |
| 4 | FDUS |
FIDUS INVESTMENT Corp
|
55,912 | $1,066,241 | |
| 5 | BX |
Blackstone Inc.
This page
|
4,775 | $561,874 | |
| 6 | BEN |
Franklin Resources Inc
|
15,112 | $502,776 | |
| 7 | PFG |
Principal Financial Group Inc
|
2,243 | $241,750 | |
| 8 | AMP |
Ameriprise Financial Inc
|
454 | $208,277 |
All Filings in BX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,874 | 4,775 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $617,151 | 5,367 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,364,600 | 8,853 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $1,593,859 | 9,329 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $317,857 | 2,125 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $297,032 | 2,125 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $366,392 | 2,125 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $325,401 | 2,125 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $264,932 | 2,140 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $239,750 | 1,825 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $238,929 | 1,825 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||